EM Fund Stock Picks & Country Commentaries (January 14, 2024)

A Chairman who spent 50hrs in a truck to understand his customers, handy top 10 list of market risks, upcoming fund webinars, Vietnam outlook, several EM funds w/ detailed Dec portfolio updates, etc.

Some quick takes as we approach mid-January:

• A KraneShares webinar (2024 Outlook: Beyond the “Magnificent Seven” in the Year of the Dragon - Thursday, January 18, 2024 10:00 am - 11:00 am EST - Timeanddate.com) will discuss Chinese equity performance in Q4 2023 and provide an outlook for 2024 plus there is an Asia Frontier Capital update (AFC Quarterly W…